Ssp 2020-Opportunistic, L.P. — Form 5500 plan (Lgt Capital Partners (Usa), Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Ssp 2020-Opportunistic, L.P. is a benefit plan reported by Lgt Capital Partners (Usa), Inc. under EIN 98-1563166 and plan number 001. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $724,497,508 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lgt Capital Partners (Usa), Inc.
EIN
98-1563166
Plan number
001
Plan type
4
Location
New York, NY
Latest filing year
2023
Participants
not reported in the loaded dataset
End-of-year plan assets
$724,497,508

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH, C20240906133321NAL0000721875001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$724,497,508
Total liabilities (EOY)
$15,385,300
Net assets (EOY)
$709,112,208
Net assets (BOY)
$858,345,660

Income & contributions

Total contributions
$0
Total income / additions
$49,293,457

Expenses & distributions

Benefits paid
$0
Administrative expenses
$3,956,909
Total expenses
$3,956,909
Net increase / (decrease)
$45,336,548

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lgt Capital Partners Usa IncNONE$2,506,021not reported in the loaded dataset2023
Nav Consulting, Inc.NONE$325,958not reported in the loaded dataset2023
BnpNONE$39,000not reported in the loaded dataset2023
Pricewaterhousecoopers AgNONE$27,135not reported in the loaded dataset2023

Related Form 5500 pages